Jordan Mock

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Kenneth Johantges is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent for AGIA, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 36 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Huntington in 2022. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Priscilla Moore is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2011, following a year with Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Frey is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts since 2013 and also serves as President and owner of Tri-County Financial, a tax preparation and accounting firm. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with over 400 advisors, MCAS offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Kathryn Deters is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at CitiBank and Fifth Third Bank. Outside of her advisory role, she is involved in agricultural activities, including ownership of a cattle farm and a family egg business, and works as a delivery driver for a Walmart delivery service. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.